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JPMorgan Nasdaq Equity Premium Income ETF
JEPQ

Overview Fund Activity

268 hedge funds and large institutions have $1.4B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 149 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+65
Holders Change %
+32.02%
% of All Funds
4.23%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
82
Increased
149
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M

Top Buyers

1
NYLIM
New York Life Investment Management
New York
$45.5M
2
RIG
RiverFront Investment Group
Virginia
$90M
3
HCM
Hilton Capital Management
New York
$44.6M
4
LPL Financial
LPL Financial
California
$133M
5
UBS Group
UBS Group
Switzerland
$65M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$14.8M
2
WHG
Westwood Holdings Group
Texas
$14.6M
3
PFS
Prospera Financial Services
Texas
$4.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
SAM
Synergy Asset Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
201
Marcum Wealth
Ohio
$310K +$67.4K +1,393 +28%
AA
202
AlphaMark Advisors
Kentucky
$306K +$165K +3,407 +117%
BRWA
203
B. Riley Wealth Advisors
Florida
$304K +$304K +6,292 New
RRA
204
Round Rock Advisors
Connecticut
$304K +$304K +6,282 New
KA
205
Kovack Advisors
Florida
$301K +$301K +6,216 New
BAAM
206
Baker Avenue Asset Management
California
$295K +$295K +6,097 New
FFWA
207
FRG Family Wealth Advisors
Washington
$293K +$293K +6,060 New
GGS
208
Galvin Gaustad & Stein
Arizona
$290K +$290K +6,000 New
SEP
209
Southland Equity Partners
Missouri
$289K +$289K +5,969 New
CA
210
Clearstead Advisors
Ohio
$271K -$387 -8 -0.1%
GFA
211
Gallagher Fiduciary Advisors
Illinois
$269K +$269K +5,555 New
WSCM
212
Wellington Shields Capital Management
New York
$266K – – –
GVAG
213
Great Valley Advisor Group
Delaware
$261K +$3.97K +82 +2%
RWA
214
Redhawk Wealth Advisors
Minnesota
$251K +$251K +5,198 New
WWM
215
Western Wealth Management
Colorado
$249K +$249K +5,156 New
CIA
216
Compass Ion Advisors
Pennsylvania
$249K +$249K +5,140 New
SIC
217
Samalin Investment Counsel
New York
$244K +$244K +5,042 New
MAC
218
Mason & Associates (California)
California
$237K +$237K +4,890 New
CFG
219
Carr Financial Group
Massachusetts
$231K +$231K +4,777 New
SEI Investments
220
SEI Investments
Pennsylvania
$229K +$229K +4,738 New
DE
221
Day & Ennis
Georgia
$228K +$228K +4,709 New
TP
222
Tranquility Partners
Tennessee
$215K +$215K +4,443 New
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$205K +$205K +4,234 New
VWA
224
V Wealth Advisors
Kansas
$202K -$17.8K -367 -8%
MA
225
Mutual Advisors
Nebraska
$202K +$202K +4,166 New
7 8
9
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